General

With zistemo you can add more information about your clients by using Custom Fields. You’ll see this tab under Client Details on the edit client page.

As you can see, Client Custom Fields could be different field types. These fields are also added to Client Export.

Of course you can also use this fields on estimates and invoices via placeholders:

Add new Custom Fields

To add new client custom fields go to Settings/Preferences/Custom Fields and click on “Add new client custom fields”:

After that you can create a new custom field. 

You can choose five different field types:

1. Text
   On a textfield users can enter any text they want wit max. 255 characters.

   

   If you insert Links to the text field it automatically recognize it and you can click the link on the client page

   

2. Date
   Users can enter date only. Allowed date format is the one from the company profile
   
   
3. Checkbox
   User can make binary choice only, e.g. true/false or yes/no. Checkboxes can be either active or inactive
4. Dropdown
   Users can select a value from a system list (e.g. staff members)
5. Picklist
   You can create your own list and users can select one value from that list only. If you enter values to a picklist use the semicolon ; as a separator (space isn’t needed)

If you enter values to a picklist use the semicolon ; as a separator (space isn’t needed)

1. Multi-Select Picklist
   You can create your own list and users can select multiple values from that list only. If you enter values to a multi-select picklist use the semicolon ; as a separator (space isn’t needed)

PS: Don’t forget to save your changes

If you want to assign an internal number to your clients, you can enter it on ‘Add a client’ page (Dashboard -> Contacts -> Clients -> Add Client) :

Once you press “Save Client”, this number will be displayed on the Client’s list (client’s table):

Clients will also see this number in their own zistemo account, but will not be able to change it.